Welcome to the Skience Fair, a recurring virtual webinar series that showcases trends and topics in wealth management. Click on the links below to watch a recap.
Day 1 (November 10, 2020): Growth-Minded Advisor
Sanjeev Kumar (Skience) and Kerry Ryan (Salesforce) discuss how growth-focused advisors are using Salesforce and Skience to scale their practices.
Day 2 (November 11, 2020): Automating Wealth Management
Paige Johnson (Skience) and Lou D’Addario (Envestnet) take a journey through the client experience–from account opening to performance reporting– showcasing how Envestnet and Skience enable advisors to work effectively.
Day 3 (November 12, 2020): A Look Ahead to 2021
In this interactive session, Marc Butler (Skience) and Chip Kispert (Beacon Strategies) discuss outside forces and industry drivers that will shape the Wealth Management industry in 2021.
- November 12, 2020